Andy Effron Email & Phone Number

Boston, Massachusetts, United States

WEX is a global leader in fintech solutions, simplifying virtual payments systems — for industries including fleet, corporate payments, and employee benefits. WEX has over 7000 employees and is a public company (NYSE:WEX).

Boston, Massachusetts, United States

Provided in-house retained search services to Executive Leaders across the enterprise delivering all facets of full life-cycle, executive recruiting for client areas across three major business lines: Asset Management, Advice & Wealth Management, and Insurance & Annuities. Client areas include support functions such as Human Resources, Legal, Risk, Finance, Technology, Service & Operations, Portfolio Management, Trading, Investment Research, Marketing, among others. Lead recruitment for the most senior executive openings and evolves executive recruitment capabilities to ensure that they continue to be a competitive advantage for the business. Build relationships with executive internal clients and senior external prospects in an effort to ensure current and future talent acquisition strategies are well aligned to support the needs of executive leadership.

Wellesley, Ma

Hiring top talent in Investments, Asset Management, Finance, Audit, Risk, Actuary, Marketing, HR, International, Legal & Corporate Functions for Sun Life & SLC Management (Institutional Asset Manager). US Executive Recruiter.Hands-on execution of Director, Managing Director, & Executive level searches in the US.Active participant in various agile labs driving business transformation and technology implementation within Talent Acquisition and HR.SLC Management is a global institutional asset manager with about $300B AUM that provides innovative and diversified solutions to meet our clients’ evolving needs.

Greater Boston Area

Greater Boston Area

• Managed a staff of 8 recruiters, transition manager, and direct marketing manager• Directed and coached a recruiting team • Implemented and developed a web based recruiting tracking software program that reports on all recruiting activities• Created a recruiting team implementing new department policies and procedures• Assisted recruiters with closing • Conducted staff meetings and collect activity reports with all recruiters• Provided multiple reports to CEO and President on recruiting efforts

• Trained financial advisors on product and technology used to assist them in transitioning to a fee based practice• Wholesaled mutual funds, exchange traded funds, managed accounts, and fee based brokerage asset allocation programs to 15 banks and insurance companies• Worked with home offices of institutions to ensure successful product rollouts• Territory generated on average $200 million per quarter • Consistently met and exceeded territory goals• Delivered group presentations, client appreciation events, and seminars on several topics including: asset allocation, transitioning to a fee based business, benefits of separate accounts, and sales ideas that would help grow the advisor’s business

AccountPros was an executive search firm that specializes in permanent placement for financial professionals• Recruited portfolio managers, traders, analysts, sales professionals, and operations professionals in the financial services industry• Developed new client relationships • Trained and mentored new recruiters• Negotiated pricing with clients• Developed and delivered industry sales training seminars to all new recruiters• Selected to research, launch and manage new satellite office• 100% commission environment• Awarded "Rookie of the Year" first full calendar year in business